Overview

By setting up an integration for Rate My Agent, you will gain the ability to automatically trigger Reviews for your Agents when a Transaction in your TMS closes! 

We currently offer this integration for Rate My Agent with the apps Skyslope and Zipform.

 

 

How do I set up my Integration?

1. Log into https://my.apination.com/; create an account as necessary.
2. Navigate to your API Nation "All Applications" Marketplace and look up Rate My Agent. Click on the displayed tile.
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3. Look up the desired application to sync with (ex: SkySlope, Zipform). Click on the tile.
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4. Select the desired sync and press Activate; there should only be one with an "Activate" button.
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5. Select an existing connection for the TMS, or add it as necessary. If you have no existing connections, you'll have to add it with the "Add New Account" button. This will require some credentials explained on the pop-up menu: for example, Skyslope requires an Access Key, Secret, and Label. The menu will have instructions on how to connect these applications.
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6. Press the "Add New Account" button, or just hit "Connect" if prompted. This will prompt you into the next screen without further input, as Rate My Agent has no user-specific connection.
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7. Press "Continue" on the next screen when it says "You're almost there".
8. Configure the sync as desired with filters, settings, and mapping. See further instructions below.
9. You're all done! Press "Activate" to turn it on!"

 

Sync Configuration

Filter

Your sync can be customized to only allow specific events through. We have pre-set some options for you, but they can be modified as desired.

 

 

1. The filter above only allows the following Skyslope Transactions through:
   1. If they are Closed Transactions of Type "Listing", "Purchase", or "Both Purchase & Listing"
   2. Or if they are Archived Transactions of Type "Listing", "Purchase", or "Both Purchase & Listing"
2. On the left is the field that will act as the “reference field” for the Filter. 
3. The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
4. The right box is the specified value which can be a string, date, etc.

 

 

Fields

When sending fields into Rate My Agent, the "Listing ID" is required. This is generated from unique Transaction ID's in the source system (ex: "listingGuid" in Skyslope).

 

Changing Mapping: The sync is pre-configured with data mapping. The mapped fields CAN be changed by deleting the assigned value and assigning a new one either using the "+" button to select a source field from the TMS OR typing in a static value.

 

Data Transpose: This mapping option can be selected with the "Gear" symbol beside each individual field. This allows you to "transform" a defined input value into a new output value. An example is shown below: When the integration receives a Status of "Archived", it will send it to Rate My Agent as "Closed".

 

FAQ

Q: I updated my data in [TMS] - why is it not syncing?

A: Some Transaction Management systems can take up to 30 minutes to push a change out of their webhooks. If the problem persists after this timespan, please contact API Nation support.

 

 

Schedule a Set Up Call

If you have any questions about onboarding, feel free to contact our Support team at [email protected]! We will walk you through the onboarding process so that it's as smooth as possible.